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PMX

PIMCO Municipal Income Fund III
PMX

Delisted

PMX was delisted on the 1st of August, 2025.

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68 hedge funds and large institutions have $58.5M invested in PIMCO Municipal Income Fund III in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $51.4M → $58.5M (+$7.1M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.7% more ownership

Funds ownership: 19.45% → 21.14% (+1.7%)

1% less funds holding

Funds holding: 69 → 68 (-1)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.57M
2
COLIM
City of London Investment Management
United Kingdom
+$1.52M
3
AAM
Advisors Asset Management
Colorado
+$711K
4
PWM
Palumbo Wealth Management
New York
+$466K
5
Jane Street
Jane Street
New York
+$347K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$415K
2
DAS
Dynamic Advisor Solutions
Arizona
-$411K
3
CCG
Catalina Capital Group
California
-$265K
4
VanEck Associates
VanEck Associates
New York
-$240K
5
MWM
Modern Wealth Management
Kansas
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$372K +$2.38K +300 +0.7%
WN
27
Williams & Novak
California
$361K – – –
Jane Street
28
Jane Street
New York
$361K +$347K +43,739 New
MWM
29
Melfa Wealth Management
Massachusetts
$360K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$340K – – –
CWM
31
Centurion Wealth Management
Virginia
$326K +$313K +39,450 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$316K -$21K -2,640 -6%
HNB
33
Huntington National Bank
Ohio
$276K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$269K +$85K +10,704 +49%
WAAG
35
Wealth Alliance Advisory Group
Kansas
$262K – – –
Invesco
36
Invesco
Georgia
$260K -$116K -14,636 -32%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$260K -$103K -12,985 -29%
MML Investors Services
38
MML Investors Services
Massachusetts
$236K -$10K -1,264 -4%
ACM
39
Arlington Capital Management
Illinois
$216K +$9.06K +1,141 +5%
IWP
40
Innova Wealth Partners
Pennsylvania
$216K +$207K +26,096 New
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$204K +$196K +24,672 New
HighTower Advisors
42
HighTower Advisors
Illinois
$199K – – –
ICMP
43
Integrated Capital Management (Pennsylvania)
Pennsylvania
$194K -$7.22K -909 -4%
FFO
44
Fortitude Family Office
Arizona
$156K +$150K +18,930 New
Osaic Holdings
45
Osaic Holdings
Arizona
$143K -$106K -13,356 -43%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$139K -$32.6K -4,100 -20%
EE
47
EWG Elevate
California
$132K – – –
PVM
48
Palogic Value Management
Texas
$126K – – –
CCG
49
Ceeto Capital Group
Florida
$124K – – –
KA
50
Kercheville Advisors
Texas
$124K -$15.9K -2,000 -12%
1
2
3 4

PMX Hedge Fund Activity: Q3 2024 in Review

68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2024, worth a combined $58.5M — up 14% from $51.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PMX positions and 10 closed out — a net gain of 1 holder — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.57M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $415K sold.

  • 68 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2024, down from 69 in Q2 2024.
  • Funds reported $58.5M of PIMCO Municipal Income Fund III stock for Q3 2024, up 14% quarter-over-quarter.
  • 11 funds opened new PIMCO Municipal Income Fund III positions in Q3 2024 and 10 closed out, a net change of +1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2024 was Hennion & Walsh Asset Management, an estimated $2.57M added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2024 was Landscape Capital Management, an estimated $415K sold.

Based on aggregated 13F filings for Q3 2024.